The Enrolled Actuary will perform compliance testing, government reporting, and provide expert guidance on plan design and contribution structures. They will also manage actuarial valuations, PBGC filings, and communicate complex plan issues to clients and internal teams.
The Loans & Distributions Manager will lead, coach, and develop the team while overseeing the daily processing of participant loan and distribution requests. They are responsible for ensuring compliance with plan documents and regulations, managing team performance, and resolving complex escalations.
The administrator will independently manage a caseload of approximately 80 small combo plans, performing A-Z administration and annual valuation tasks. They will also conduct non-discrimination testing, prepare tax filings, and maintain proactive relationships with clients regarding regulatory requirements.
The Director of Operational Efficiency will lead a portfolio of initiatives to improve the accuracy, scalability, and efficiency of plan administration across the platform. This role involves driving technology and process changes, managing system migrations, and collaborating with cross-functional teams to execute a roadmap of operational improvements.
The TPA Sales Consultant is responsible for developing new business opportunities and expanding distribution relationships with financial advisors and industry partners. They will execute sales strategies, manage a sales pipeline, and provide consultative expertise on retirement plan design and compliance.
The Retirement Plan Administrator will manage a caseload of defined contribution plans, including 401(k) and cross-tested plans. They are responsible for performing non-discrimination testing, maintaining client relationships, and ensuring compliance with regulatory requirements.
Convert inbound interest into advisor relationships and new retirement plan opportunities. Manage the sales pipeline by qualifying leads and partnering with field sales teams to transition opportunities.
Manage all aspects of ERISA compliance for qualified retirement plans, focusing on Form 5500 filings and annual testing. Coordinate with plan sponsors and auditors to ensure adherence to DOL and IRS requirements.
Independently manage and administer a caseload of retirement plans while ensuring compliance with ERISA regulations. Perform complex tasks such as compliance testing, annual valuations, and the preparation of Form 5500s.
